Module · Deal board
4 featuresGroup: Sales and clientsQuestions: 1
What it does
What Deal board does
Drag and drop
Mouse on desktop, a handle on the phone. The stage saves instantly.
Clients and listings
Separate boards for client pipeline and listing stages.
Agent filter
Managers see their team or one agent, owners the whole agency.
Signals on cards
Price drops and next contact dates are visible without opening the card.
Client board
List / BoardNew2
Magdalena K.
buying · 650k
Tomasz M.
renting · 3k/mo
Viewings2
Joanna L.
3 viewings
tomorrow 5pmPaweł Z.
Ruczaj · 56 m²
Negotiation1
Ewa Z.
offer 705k
price −3%Contract1
Katarzyna M.
reservation signed
Drag a card to the next column: the stage changes and automations create a task.
The problem
Why this hurts
A client list shows who is in the database but not where deals are stuck.
Who it is for
For agents running many deals at once and managers who want to see bottlenecks.
Questions
Before you ask
The questions that come up about this module on the first call.
Does it work on a phone?
Yes, with a drag handle or a stage menu on each card.
The rest of the system
Sales and clients
Everything between the first phone call and a signed contract.
Client CRM
A client database that stays with the agency
Leads from ads
A Facebook lead reaches an agent, not a spreadsheet
AI on call
Calls answered, even during a viewing
Buyer requirements
Record a buyer once, let the matches find themselves
Day plan and activities
The agent knows what to do today before opening their phone
Automations
Things that happen on their own when something changes
See it on your own data
A 30-minute call. I will show what deal board would look like in your agency, on your clients and your commission model.